Pinnacle has a dedicated licensing department that ensures all contracting and appointments are processed quickly and accurately. We have a streamlined process which eliminates the labor intensive aspects of the licensing and contracting process. Our advisors complete a simple contracting information packet one time, and Pinnacle handles all of the other details, including subsequent appointments for all additional carriers.
While advisors are typically responsible for their own state/non-resident licenses and Errors & Omissions coverage, Pinnacle has researched the various options and will provide you with guidance and resources to make the process as easy as possible. We will also work with our advisor on their CE, CLE and CFP requirements, providing updates and recommendations on the most convenient web sites and classes.
New AdvisorsFor advisors new to Pinnacle, please complete this simple contracting information packet and return it to our licensing department via email or fax.
Existing AdvisorsIf you are already appointed with Pinnacle, but you would like to become appointed with an additional carrier, please contact the Pinnacle Licensing Department with the carrier, product type (life or annuity), and state(s) of interest.
For more information on the Pinnacle Licensing Department, please contact us at 1-800-356-1167, option 4.